Balance Wealth’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Balance Wealth’s Portfolio EMXF Stock Details EMXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.5K	Buy	+288	New	+$16.3K	﹤0.01%	490

Other funds holding EMXF

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Balance Wealth's EMXF Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares ESG Advanced MSCI EM ETF (EMXF) in Q3 2026: 288 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings.

15 funds tracked by Wall St. Rank hold EMXF as of Q3 2026.

Balance Wealth held 288 shares of iShares ESG Advanced MSCI EM ETF worth $16.5K as of Q3 2026.
iShares ESG Advanced MSCI EM ETF was a new Balance Wealth position in Q3 2026.
iShares ESG Advanced MSCI EM ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #490 holding.
15 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.